Center for Financial Planning’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-225
| Closed | -$7.9K | – | 556 |
|
|
2023
Q2 | $7.9K | Hold |
225
| – | – | ﹤0.01% | 405 |
|
|
2023
Q1 | $5.61K | Hold |
225
| – | – | ﹤0.01% | 408 |
|
|
2022
Q4 | $4.59K | Hold |
225
| – | – | ﹤0.01% | 416 |
|
|
2022
Q3 | $5K | Hold |
225
| – | – | ﹤0.01% | 427 |
|
|
2022
Q2 | $9K | Hold |
225
| – | – | ﹤0.01% | 366 |
|
|
2022
Q1 | $6K | Hold |
225
| – | – | ﹤0.01% | 423 |
|
|
2021
Q4 | $7K | Hold |
225
| – | – | ﹤0.01% | 411 |
|
|
2021
Q3 | $6K | Hold |
225
| – | – | ﹤0.01% | 400 |
|
|
2021
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 388 |
|
|
2021
Q1 | $6K | Hold |
225
| – | – | ﹤0.01% | 435 |
|
|
2020
Q4 | $6K | Buy |
+225
| New | +$6K | ﹤0.01% | 387 |
|